AUMdb

Timelycare 401(k) Plan

Sponsored by Timely Telehealth, Llc · EIN 820697295 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
222
With balances
280

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Colemans Country State Bank Investment advisory (participants), Investment advisory (plan) $49,390
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $6,435